Information only. Not advice, not a marketplace.
13 clients · 64 months · INP000000829
CAGR is Not reported below 12 filed months. Age is months with 1M returns, not calendar age. Missing AUM is unfiled in SEBI Table B, not a site bug.
| About the PMS | Details |
|---|---|
| Registration No. | INP000000829 |
| Date of Registration | 2015-06-16 |
| Registered since | 11 yr 2 mo |
| Principal Officer | Mr.SIDDHANT PUNJABI |
| Principal Officer Email | siddhantpunjabi@way2wealth.com |
| Contact Number | 91-080-43676869 |
| Compliance Officer | Mrs.Sandhya Sandhya |
| Compliance Email | sandhya@way2wealth.com |
| Address | RUKMINI TOWERS, 3RD and 4TH FLOOR, NO. 3 1, PLATFORM ROAD,SHESHADRIPURAM, BANGALORE,BANGALORE URBAN,KARNATAKA,INDIA,560020 |
| Age | 64 months |
Strategies
Open a strategy, then add up to four to Compare.
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Showing 12 of 12 strategies
Trailing return from filed months
- 1Y
- -7.16%
- 3Y
- Not reported
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- -13.25%
- 3Y
- Not reported
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- -18.70%
- 3Y
- Not reported
- 5Y
- Not reported
Wealth Optimiser (aggressive Growth)
Dormant · no recent filingsAge: 64 months
Trailing return from filed months
- 1Y
- -5.88%
- 3Y
- Not reported
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- -17.80%
- 3Y
- Not reported
- 5Y
- Not reported
Trailing return from filed months
- 1Y
- -8.13%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Wealth Spiral Dynamic Portfolio Axis
Dormant · no recent filingsAge: 59 months
Trailing return from filed months
- 1Y
- 0.00%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -9.31%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -10.12%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- 5.24%
- 3Y
- Not reported
- 5Y
- Needs 60 months
Trailing return from filed months
- 1Y
- -8.15%
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
Age: 8 months · Sparse · 8 mo
Sparse track recordNeeds 12 months
-0.99
Needs 12 months
Needs 12 months
Needs 12 months
57.14
Trailing return from filed months
- 1Y
- Needs 12 months
- 3Y
- Needs 36 months
- 5Y
- Needs 60 months
WAY2WEALTH BROKERS Private Limited performance FAQ
How we show this firm's returns and risk on Know Your PMS.
- How has WAY2WEALTH BROKERS Private Limited performed?
- WAY2WEALTH BROKERS Private Limited PMS performance on Know Your PMS is shown as standardized strategy scorecards from SEBI month-end TWRR filings — CAGR, max drawdown, and risk-adjusted metrics when enough months are reported (latest filing month Jul_2026). Learn more
- Where do WAY2WEALTH BROKERS Private Limited returns come from?
- Returns are derived from SEBI-disclosed monthly 1M TWRR filings for listed strategies. We do not invent zeros for unfiled months. Learn more
- How many WAY2WEALTH BROKERS Private Limited strategies are listed?
- 12 strategies are currently listed. Open each strategy scorecard for CAGR, drawdown, and track-record detail. Learn more
- How do I re-underwrite a held or pitched WAY2WEALTH BROKERS Private Limited PMS?
- Open a strategy scorecard and read as-of plus track length first. CAGR needs at least 12 filed months. Add 2–4 strategies to Compare on the same as-of, then export an advisor pack. Know Your PMS is research-only. Learn more
- Is this a recommendation to invest?
- No. Know Your PMS is research-only: no commissions, no execution, no advice. Learn more